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Assistant Plan Administrator

Retirement Planning Services, Inc.

in Greenwood Village, CO

The Assistant Plan Administrator’s mission is to perform the back office analytical work for the assigned Senior Consultant. The Assistant Plan Administrator will be responsible for completing the compliance and administration work required of 401(k), profit sharing and cash balance plans, and providing the results in a review ready format.

The key responsibilities of this role include:

  • Performing the compliance work for qualified plans, including ADP/ACP testing, general nondiscrimination testing, cross-testing, defined benefit restrictions analysis, deductibility analysis
  • Ensuring all assigned plans meet client set and regulatory deadlines
  • Working directly with clients and advisors, as needed, to help resolve issues and keep projects moving forward
  • Completing the government forms required of qualified defined contribution and defined benefit plans
  • Assigning tasks to support team, where appropriate, and verify accuracy of support team’s work
  • Ensuring all administration requirements for assigned plans are fulfilled including: testing, distributions, refunds, government filings, notices, disclosures, and plan documents

The Assistant Plan Administrator role is an experienced role, where the successful person in this role will be proficient with many aspects of administration. Possessing all of the proficiencies listed below upon hire is not a requirement for this role; however, the person must demonstrate the aptitude for learning the necessary skills.

  • Recordkeeper website reporting and navigation
  • Data analysis, scrubbing and verification
  • Determining eligibility for participation and allocation
  • ADP/ACP testing
  • General nondiscrimination testing with profit sharing and cash balance plans
  • Distribution processing
  • Trust accounting
  • Government forms, including Form 5500 and PBGC filings
  • Annual reporting and disclosure requirements for defined contribution and defined benefit plans

In addition to the industry specific competencies identified above, the person who will be most successful in this role will possess an attitude of always willing to help out. This attitude includes the following characteristics:

  • Believes in teamwork
  • Never satisfied with anything less than 100% accuracy
  • Always finds a way to get the job done
  • Looks for ways to continuously improve
  • Desires to learn
  • Builds trusting relationships with clients and peers
  • Responds better to being coached, not managed

This role is ideal for the person who is looking to take the next step in becoming the lead consultant for a book of business or the person who prefers the analytical aspect of qualified plan administration, over the consulting aspect, and wants to be in a high-value role.

Company Description:

RPS specializes in the design and administration of qualified defined contribution and defined benefit plans. We are dedicated to setting the standard for professional, accurate, and timely service, and to equipping our clients with access to the most advanced plan administration technologies available.  Since 1977, RPS has built its reputation on trustworthy, expert administration and a knowledgeable staff with a commitment to service.  Our personal attention and advanced computer systems ensure that our clients receive the premium service they expect and deserve.

At RPS, our core values and commitment to a healthy work-life balance lead every company decision.  Our core values are: authenticity, purpose-driven life, improving the experience, commitment to learning, owning the results, and believing in the team.

If you want to join an established and steadily growing firm with a great reputation; and have the skills and attitude that we are looking for, we would love to hear from you.

How to Apply

Please connect with us through

Visit our web site.

This ad has been viewed 998 times. It expires on 5/28/2017.

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